Filed November 4, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 · EIN 52-1256292 | Recordkeeping | $15 |
T ROWE PRICE RPS INC7+ years Filed as: T. ROWE PRICE Service code 19 · EIN 04-3583801 | Securities Custodian | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,349 | $63,745+18.2% | $98,442-23.5% | $79,386-5.1% |
| Participation rate | 93.6% | 69.9%+23.7pp | 73.3%+20.2pp | 70.7%+22.9pp |
| Annual return | 17.10% | 625.80%-608.7pp | 1492.73%-1475.6pp | 116.85%-99.8pp |
| Employer contribution / active EE | $1,986 | $2,557-22.3% | $2,960-32.9% | $2,427-18.2% |
| Participant deferral / active EE | $3,999 | $3,303+21.1% | $4,276-6.5% | $4,046-1.1% |
| Admin fee / account holder | $10 | $516-98.1% | $5,949-99.8% | $626-98.5% |